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You will have access to professional tax software and the ability to offer tax refund advances to your clients, allowing you to operate at a higher level within the industry. A valid PTIN and EFIN are required to operate under this package. Guidance is provided to assist you through the EFIN setup process to ensure you are properly established and compliant.
This certification provides the knowledge and positioning needed to offer high-value services within both personal and business finance. With this add-on, you will be trained in business credit development, personal credit analysis, and funding strategies that allow you to properly guide clients toward financial growth and capital access. This certification also equips you with the ability to position and offer high-ticket services within your business.
This is an add-on certification and must be paired with an active Sincere Financial University tier.